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Client Relations Specialist

Russell Tobin
South Jordan, UT Contractor
POSTED ON 2/16/2025
AVAILABLE BEFORE 3/14/2025

Job Title: Client Relations (Financial Industry)

Location: South Jordan, UT (Onsite)

Hourly Rate: $19-$20/hour

Contract Duration: 12 months with possible extension or permanent position

Description:

We are seeking a highly detail-oriented and analytical professional to join our team in the financial industry. The professional will support the written Client Relations/Senior Investor inquiries and concerns, ensuring compliance with regulations governing the handling of Client Complaints.


Key Responsibilities:

  • Investigate and resolve operational client complaints in compliance with firm regulations.
  • Prepare written communications to clients regarding complaint resolutions.
  • Handle operational responsibilities within Client Relations, including Settlement processing and Privacy Opt-Out processing.
  • Manage incoming telephone calls and support additional projects as needed.

Qualifications:

  • Strong written communication skills.
  • Ability to manage a high volume of cases and maintain attention to detail.
  • Prior experience in client relations, customer service, or a related field in the financial industry is a plus.

Application Process:

  • 1 round of Zoom interviews.
  • Top candidates will be asked to provide a writing sample.


This is an onsite position with the potential for extension or permanent placement after the initial 12-month contract period. Apply now to join a dynamic team in a fast-paced financial environment!

Salary : $19 - $20

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